Agenda Day 1, Tuesday, October 8th, 2024: (see Agenda Day 2) (back to Merger Integration Event Summary)
(time zone used is Central European Time)
09.00 – Opening Remarks from the Chair
Amanda Scott, Global Mergers & Acquisitions Leader, WTW
09.20 – Successfully Navigating Reductions in Workforce During Corporate Transactions
· Manage key integration challenge and conflicting news
· How to mitigate key risks as part of the integration plan
· Navigating legal complexity and different local requirements linked to labor relations
· Managing operational challenges
· Advantages of people-centric technology
Jana Mercereau, Head of HR M&A Europe, WTW
Sibylle Kampschulte, HR M&A DACH-Region, WTW
10.00 - Unlocking Synergies: Global Integration of Monsanto into Bayer across +60 Countries, preparing for SAP S4 Hana
Bjoern Leschny, Deputy Head Regions Asia Pacific and LATAM / Global PMI Lead, Bayer
10.40 – Pre and Post Closing Governance Considerations for Buyer and Seller
· Risk management tactics to use during due diligence
· Governance of DD and Integration plan and alignment with the key functions and senior management
· Project and structural risks
· Operational and business risks
· Customer satisfaction risks
· Further risks and dependencies by function
· Post-lead ERM pulse checks
· Mitigation strategies in practice
Kamil Jagieniak, Global Head of M&A Integration, Maersk
11.20 – Morning Coffee and Networking
11.50 – Building an M&A Capability from Scratch
· Looking at your stakeholders and business case: How the business case influences behavior in integration
· Building a knowledgeable project team willing to get their hands dirty
· Building these integration capabilities in an immature organisation
Daniel Quick, Head of M&A Integration, Endava
12.30 – A Case Study Example / Lessons Learned from our Divestment Project
Joost ten Hag, Head of M&A Integration and Disentanglement, Philips
13.10 – Lunch
14.10 – Siemens Portfolio Companies: Value Creation from Non-Core Assets through a Private Equity Approach
· Transforming non-core and underperforming businesses into high-value stand-alone portfolio assets
· Implementing full-potential plans and accountability structures and strategic re-positioning
· Delivering a triple win in the exit: for Siemens, for the best owner and for the team
Dr. Horst J. Kayser, Chairman Portfolio Companies, Siemens
14.50 - A Well-Oiled M&A Machine / Managing M&A Integration without a Dedicated Team
· An End-to-End M&A function: to handle all stages from start to integration or separation
· Using a agile and flexible playbook to form the basis of an end-to-end M&A process
· Internal and external tools and resource management
Friederike Hertenstein, Head of Corporate Development CoE for GTM & Industries, SAP
Matthias Homann, VP Post-Merger-Integrations, Global Sales Operations – Business Growth Initiatives, SAP
15.30 – HR Lessons Learned from a Spinoff, Using AI as a Success Factor
Tyrone Smyth, Director HR Business Development APJ EMEA & Global Complex Deals, IBM
16.10 – Afternoon Coffee and Networking
16.40 – Integration into Large Corporate Structures: Creating and Protecting Value
· Value creation: driving synergies and how we use our synergies prediction model.
· The importance to decide on integration model (end state operating model) early in the deal process.
· Protect value through (1) nurture culture of the acquired business / maintain the secret sauce and (2) implementing minimum mandatory standards (sharing our best practices in this space).
· Role of a dedicated corporate development integration team: Building bridges between our internal subject matter experts (we want to do it all and everything is a priority) and the business (we don’t want any of this, it will slow us down).
Joost van Rossum, M&A Integration Manager, Unilever
17.20 – Creating Plans for Different Scenarios & Different Levels of Integration
· Looking at multiple outcomes for the deal and defining the scenarios
· Governance and accountability, so that changes can be made during the integration under certain conditions
Matthew Loparco, M&A, PMI and Carve out Manager, Airbus
18.00 – Closing Remarks and End of Day 1
19.00 - Drinks Reception
Dinner (included for attendees)